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Financial Advice

How Can the Fintech Industry Better Serve Young People?

Quora | Posted 01.23.2017 | Business
Quora

What are some ways that the fintech industry needs to evolve to better serve younger people today? originally appeared on Quora - the knowledge sharin...

The Queer Nuances Of LGBT Financial Planning

John R. Schneider, III | Posted 12.08.2016 | Queer Voices
John R. Schneider, III

As a financial advisor and a trailblazer for the queer community, Pareto provides unique insight into LGBT financial planning for single people, partners and spouses.

Worried About Spending Money? Blame It On Election Stress.

The Huffington Post | Carolyn Gregoire | Posted 11.15.2016 | Healthy Living

Election stress may be messing with you in all kinds of ways, from triggering overeating to contributing to poor sleep to lowering productivity. But i...

Avoid the Holidaze Trap: Five Tips to Stay Financially Fit This Season

Dustin Jacobs | Posted 11.14.2016 | Business
Dustin Jacobs

During the holidays it's easy to slip into a serene bliss of food, family and flagrant disregard for your finances. Most of us don't want to worry abo...

College Education? 3 Ways to Quickly Improve Your Credit Score

Devishobha Ramanan | Posted 10.05.2016 | Teen
Devishobha Ramanan

As parents, we can directly impact kids' attitude and beliefs towards money. However, certain inflection points in the child's life, like a college education or a major career option will warrant not only educating them on money, but also might warrant some quick arrangement of money for unforeseen expenditure.

Suze Orman's Tips On How To Achieve Success In The Face Of Adversity

Jonathan Alpert | Posted 10.04.2016 | Healthy Living
Jonathan Alpert

Credit: Getty images If you're like me, you probably know Suze Orman as a financial guru, author, motivational speaker, and television host. All th...

Should You Listen to Stock Market Forecasts?

David Rae | Posted 09.23.2016 | Business
David Rae

My husband and I just got home from a wonderful week celebrating July 4th in Ptown, MA. The sculpted sand dunes were really something and the sculpted abs weren't so bad either.

Laid Off and Worried About Money: What to Do Next?

Carrie Schwab-Pomerantz, CFP | Posted 09.12.2016 | Education
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I'm a 59-year-old widow and was just recently laid off. Retiring early isn't an option, but I want to prepare for a possibly long stint ...

Financial Advice from White Collar Criminals

AJ Agrawal | Posted 08.30.2016 | Crime
AJ Agrawal

White collar criminals seem to be the most hated criminals around. When the 2008 financial crisis shined a light on the financial industry people were...

Your Longevity Risk: Will You Run Out Of Money During Retirement?

Beau Henderson | Posted 08.30.2016 | Fifty
Beau Henderson

We all understand the importance of creating a retirement plan and saving to ensure that we will have enough to live on once we stop working. But how can you accurately plan when you don't know how long you will live?

Postponing Retirement? Don't Postpone Planning for It!

Carrie Schwab-Pomerantz, CFP | Posted 07.18.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I'm turning 65 in a few months, and still working. I have no immediate plans to retire, but I'm wondering what I should be thinking about...

What Should You Budget for Healthcare Costs in Retirement?

Carrie Schwab-Pomerantz, CFP | Posted 07.11.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, My husband and I are both in our sixties with no immediate plans to retire, but trying to plan our finances for when that day eventually...

Changing Jobs: What Should You Do With Your 401(k)?

Carrie Schwab-Pomerantz, CFP | Posted 07.05.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I just accepted a new position. All my retirement money is in a traditional 401(k) with my current employer. What should I do with it now...

Helping Young Adults Means More Than Writing a Check

Carrie Schwab-Pomerantz, CFP | Posted 06.27.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, Several years ago, I loaned my then twenty-four-year-old son money to buy a car on the condition that he pay it back in monthly installm...

Top 10 Financial To Do's for Today's Grads

Carrie Schwab-Pomerantz, CFP | Posted 06.20.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Readers, This is always an exciting time of year as new grads--and their parents--anticipate the opportunities and challenges that lie ahead. Fo...

Does The 4 Percent Rule Still Make Sense?

Carrie Schwab-Pomerantz, CFP | Posted 06.13.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I plan to retire in about 10 years and I'm trying to be smart about saving and planning. I've read about the 4 percent rule in the past,...

Does It Make Sense to Pay Off Your Mortgage?

Carrie Schwab-Pomerantz, CFP | Posted 06.06.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I'm 65 and about to retire and I still have a mortgage balance of $100,000 at 4 percent. My investment portfolio and retirement savings ...

The Worst Things You Can Do With a Credit Card

Robert Harrow | Posted 06.01.2016 | Business
Robert Harrow

Though credit cards can have a net positive effect on your finances, they also leave the door open for trouble. Between hidden fees and their complex rules, if you aren't careful around your little piece of plastic, it can end up costing your dearly.

What's the Best Way to Invest for Your Grandchildren's College Education?

Carrie Schwab-Pomerantz, CFP | Posted 05.31.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I have $85,000 to invest for my grandchildren's education. Where would you suggest I invest it? --A Reader Dear Reader, I applaud your...

Mindful Spending Part 4: Putting It All Together

Carrie Schwab-Pomerantz, CFP | Posted 05.23.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Readers, If you've been following my columns about mindful spending, you know that this is the last week of the 30-day Financial Cleanse. For th...

How credit unions are re-establishing trust in the financial services sector

Rebekah Iliff | Posted 05.19.2016 | Business
Rebekah Iliff

When's the last time you considered a credit union for your banking or loan needs?

My Map to Become More Detail-Oriented

Tom Ayling | Posted 05.17.2016 | Healthy Living
Tom Ayling

This detailed-reporting article is a little insight into my life; not for you to see what I do and be impressed. The main reason I wrote this was to hold myself accountable. Accountable in writing and improving.

Mindful Spending Part 3: What Are Your Top Three Financial Goals?

Carrie Schwab-Pomerantz, CFP | Posted 05.16.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Readers, It's hard to believe we're already in Week 3 of our Financial Cleanse. If you're just hearing about it, the Financial Cleanse is a 30-d...

Mindful Spending Part 2: Do You Know How Much You Spend per Month?

Carrie Schwab-Pomerantz, CFP | Posted 05.09.2016 | Money
Carrie Schwab-Pomerantz, CFP

Here's where the rubber meets the road. Compare your total monthly spending to your monthly income. Subtract your monthly expenses from your take-home pay. Are you in the black or the red?

6 Things Warren Buffett Said This Week That You Should Know

GOBankingRates | Posted 05.06.2016 | Business
GOBankingRates

By Morgan Quinn, Contributor This was a big week for Warren Buffett. At what is known as the "Woodstock for capitalists," nearly 40,000 Berkshire Ha...